HNW Account Handler

Job title: High Net Worth Account Handler - Insurance Brokerage

Salary: £40,000

Location: East London

PURPOSE OF ROLE 

We are currently assisting an established Insurance Brokerage in their search for a High Net-Worth (HNW) Account Handler to join their team. This role will focus on managing and developing relationships with high-net-worth clients, providing bespoke insurance solutions, and ensuring clients' assets are fully protected through effective policy handling, renewals, and claims management.

EXPERIENCE 

• 1+ years in an account handling role, preferably in high-net-worth insurance. Personal Lines considered.
• Experience with personal and specialist insurance products (home, motor, art, yachts, etc.)
• Strong knowledge of the insurance market, underwriting, and compliance

SKILLS 

• Clear and effective communication vital in dealing with clients and insurers
• Strong ability to build lasting relationships and deliver excellent service
• Ability to assess client needs and provide the right solutions
• Accuracy in policy management and documentation
• Skilled at negotiating premiums and coverage terms
• Comfortable using insurance software and CRM tools

DAY-TO-DAY RESPONSIBILITIES 

• Maintain regular contact with clients, understanding their needs and ensuring their policies are up to date
• Handle quotes, renewals, and adjustments to ensure proper coverage
• Guide clients through the claims process and advocate on their behalf
• Work with underwriters to secure competitive policy terms
• Ensure all records and paperwork are accurate and compliant
• Stay updated on products and market trends relevant to HNW clients
• Periodically review and adjust client policies to ensure optimal coverage

 If you have the relevant experience or know someone that does please contact me now on or email us at